Our Team
David J. Angas
Linda Shick
Donald Gunton
Christopher J. Angas

Our Team

As providers of integrated multigenerational financial solutions, we operate as a team, and strongly believe in a conservative, total solutions approach to investing. Our business is built on the foundation of integrity and trust. Our goal is to achieve your lifestyle objectives while providing you with ease-of-mind investing. Our commitment is to provide you with the highest possible level of personalized retirement planning guidance available.

Blackmont Backing

We are a division of Blackmont Capital, a new kind of independent investment firm that provides clients with senior expertise in wealth management, institutional sales and trading, investment banking, and research. We are united by our commitment to our core values of client focus, teamwork, entrepreneurial excellence, and integrity.